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Thomas O. Moe
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Finance
Consumer Services
Perfil
Prior to joining Windsor Financial Group, Mr. Moe was Managing Director and Co-Founder of StoneArch Funds, which is a private commercial real estate entity.
Before StoneArch, he had an 8-year career in the financial industry, most recently as an institutional stockbroker with ThinkEquity Partners, an investment bank headquartered in San Francisco.
He has an extensive experience with public and private capital markets, including various alternative investments.
Mr. Moe received a B.A. degree from the University of St. Thomas, division of Business.
He holds a Certified Commercial Investment Member designation.
Antiguos cargos conocidos de Thomas O. Moe.
| Empresas | Cargo | Fin |
|---|---|---|
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics. | Gestor de Cartera-Acciones | 31/05/2011 |
ThinkEquity Partners
 ThinkEquity Partners Investment ManagersFinance Provides investment advice and security brokerage services | Corporate Officer/Principal | - |
Formación de Thomas O. Moe.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Windsor Financial Group manages the inherent risk in the financial markets through asset allocation. The firm's approach incorporates traditional asset classes, such as domestic and international equities, taxable and non-taxable fixed income investments, as well as non-traditional classes such as commodities, precious metals, real estate and, where appropriate, private equity hedge funds and other alternative assets. The firm employs a value-oriented investment approach to select both individual investments, as well as outside managers. Windsor Financial Group focuses on a multi-cap equity strategy with a regional and dividend bias. Their fixed income strategy is centered around credit research as well as effective yield curve management. Windsor’s investment specialists perform initial due diligence on outside managers in the areas of international equities, fixed income, commodities, real estate, precious metals, hedge funds and other alternative assets. Prospective managers are evaluated on several quantitative as well as qualitative characteristics. | Finance |
ThinkEquity Partners
ThinkEquity Partners Investment ManagersFinance Provides investment advice and security brokerage services | Finance |
St. Thomas University (Florida)
 St. Thomas University (Florida) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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